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PWM Branch Operations Associate
Position Number: 59739 Position Category: Operations Experience: 1-3 Position Type: Full-Time Job Level: Analyst/Associate Position Description The PWM Branch Operations team is responsible for supporting our Latin America business and is seeking an Ops Professional Analyst for our Miami office. Candidate will be responsible for providing local onsite service and support to our sales teams. Responsibilities Include: 1. Account Opeaning and Maintenance: -Reviewing new account documentation as well as performing account updates -Resolve discrepancies involving invalid addresses, delivery instructions etc. -Account closure/reactivations 2. Incoming/outgoing customer funds: -Obtain necessary documentation and/or authorized signatures when required -Process necessary entries to customer and...
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